Person List
This page describes the Person List report in the System module.
---
The Person List report is a list of the records in the Person register.
The Person List report has the Standard ERP Drill-down feature. Click (Windows/macOS) or tap (iOS/Android) on any Signature in the report to open an individual Person record.
- Person
- Paste Special
Person register, System module
- Range Reporting Alpha
- If you need a particular Person to be shown in the report, enter that Person's Signature here. You can also enter a range of Signatures separated by a colon (:).
- Sales Group
- Paste Special
Sales Groups setting, System module
- If you need the report to list the Persons who belong to a particular Sales Group, specify that Sales Group here.
- To assign a Person to a Sales Group, use the Sales Group field on the 'Access' card in the relevant Person record.
- Function
- Select one of these options to specify the level of detail that you need to be included in the report:
- Overview
- The Overview shows the Signature, Name, Sales Group, Limited Access status and User Level (Named, Concurrent or Timekeeper) of each Person, and also shows whether each Person has a Mailbox:
The numbers of Named and Concurrent Persons in the report will be shown at the end.
- Detailed
- In addition to the information shown in the Overview, the Detailed version of the report shows each Person's Job Group, Cost and Price per Hour, Specification (from the 'Sales' card), Comment (also from the 'Sales' card), Email Address, Personal ID, Bank Name and Bank Account:
- User Type
- Select an option to specify whether you would like Named Users, Concurrent Users or all Users (including Timekeeper and POS Users) to be included in the report.
- All Companies
- Select this option if you have more than one Company in your database and you would like the report to list Persons in every Company.
- Include Closed Persons
- Select this option if you would like Persons who have been marked as Closed to be included in the report.
---
Go back to:
Introduction to Reports in the System Module
